GI
SPAB icon

Glovista Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Glovista Investments’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,680
Closed -$380K – 99
2021
Q2 		$380K Sell
12,680
-15,370
-55% -$458K 0.09% 87
2021
Q1 		$831K Sell
28,050
-20,145
-42% -$608K 0.25% 62
2020
Q4 		$1.48M Buy
48,195
+13,310
+38% +$409K 0.48% 54
2020
Q3 		$1.07M Buy
34,885
+21,075
+153% +$652K 0.38% 57
2020
Q2 		$425K Buy
+13,810
New +$422K 0.17% 62

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Glovista Investments's SPAB Position: Q3 2021 in Review

Glovista Investments sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2021, closing a stake of 12,680 shares — an estimated $380K sold.

Glovista Investments first reported a position in SPAB in Q2 2020 and held it in 5 quarters. The position peaked at $1.48M in Q4 2020. 359 funds tracked by Wall St. Rank hold SPAB as of Q3 2021.

  • Glovista Investments reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Glovista Investments sold 12,680 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2021, an estimated $380K.
  • Glovista Investments first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and held it in 5 quarters.
  • Glovista Investments's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.48M in Q4 2020.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2021.

Based on Glovista Investments's 13F filing for Q3 2021, filed 12 Nov 2021.